Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Plaza Bank October 2011 - Present
Nevada State Bank April 2008 - August 2011
Bank of America June 2006 - March 2008
City National Bank February 1991 - June 2006
Skills
Investments, Commercial Lending, Portfolio Management, Middle Market, SBA, Credit Analysis, Small Business Lending, Commercial Banking, Treasury Management, Loans, Due Diligence, Commercial Mortgages, Private Banking, Mortgage Lending, Retail Banking, Loan Origination, Corporate Finance, Banking, Credit, Real Estate, Asset Based Lending, Risk Management, Executive Management, Financial Structuring, Cash Management, Finance, Real Estate Economics, Consumer Lending, Structured Finance, Lines Of Credit, Financial Risk, Real Estate Financing, Credit Risk, Funding, Financial Analysis, Refinance, Construction Loans, Cross Selling, Underwriting, Mortgage Banking, Financial Services, Financial Institutions, Branch Management, SBA 504, Deposits, Relationship Management, Residential Mortgages, Bank Secrecy Act, Wealth Management, Cash Flow Lending
Education
Claremont McKenna College
BA, Economics
Bank of America June 2012 - Present
Skills
Consumer Lending, Retail Banking, Commercial Banking, Credit Analysis, Small Business Lending, Loan Origination, Commercial Lending, Mortgage Banking, Cross Selling, Credit Risk, Portfolio Management, Financial Analysis, Deposits, Relationship Management, Finance, Operational Risk..., Banking Relationships, Risk Management, Merchant Services
Education
South Carolina State University 2014 — 2016
Master of Arts in Teaching (MAT), Mathematics Teacher Education
Claflin University
Bachelor's degree, Mathematics
Wells Fargo Investment Institute (WFII) – Global Manager Research March 2010 - Present
Wells Fargo – Wealth, Brokerage & Retirement (WBR) – Retirement Division 2000 - March 2010
Wells Fargo 1999 - 2000
Bank of America 1981 - 1999
Skills
Portfolio Management, Investments, Due Diligence, Financial Analysis, DCF, Financial Modeling, Business Development, Programming, mpi, Zephyr Style Advisor, Morningstar, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Asset Allocation, Management, Mutual Funds, Relationship Management, Risk Management, Investment Management, Capital Markets, Strategic Financial..., Finance, Financial Risk, Analysis, ETFs, Fixed Income, Wealth Management, Equities, Alternative Investments, Investment Strategies, Bloomberg, Series 7, Investment Advisory, Hedge Funds, Securities, Institutional..., Asset Management, Bonds, Financial Markets, Separately Managed..., Funding, Equity Research, Derivatives, Financial Services
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2009
Quantitative Methods in Finance Classes, Quantitative Methods in Finance Classes
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1998 — 2002
MS in Advanced Management, Business Administration and Management, General
University of Southern California - Marshall School of Business 1982 — 1984
MBA, Finance and Human Resources focus
Boeing 2011 - Present
Appraisals.Ink,LLC September 2000 - Present
The Newport Group 2009 - January 2014
Bank of America 2007 - 2008
National Lending Group 2003 - 2007
Skills
Project Management, Mortgage Lending, Investment Properties, Real Estate, Microsoft Office, Investments, Negotiation, First Time Home Buyers, Real Estate Transactions, Contract Negotiation, Property Management, Residential Homes
Education
City University of Seattle
Business Administration and Management, General
Everett Community College
Project Management
Bank of America October 2014 - Present
Office Depot December 2012 - October 2014
Best Buy May 2010 - December 2012
Best Buy December 2008 - May 2010
Circuit City July 2006 - December 2008
Circuit City February 2003 - July 2006
Circuit City August 2000 - February 2003
Skills
Training, Sales Management, People Development, Customer Service, Operations Management, Loss Prevention, Team Leadership, Retail, Merchandising, Coaching, Performance Management, Store Management, Sales, Profit, Leadership, Big Box, Customer Satisfaction, Sales Operations, Employee Training, Management, P&L Management, Hiring, Selling, Store Operations, Sales Process, Inventory Management, Visual Merchandising, Inventory Control, Driving Results, P&L, Customer Experience, Interviews, Retail Sales, POS, Multi-Unit Management, Team Building, Associate Development, Project Management, Multi-Unit, Strategic Planning, Strategy
Education
City University of Seattle 2012 — 2015
Bachelor of Science (BS), Information Technology Project Management
Westwood College-Anaheim 2000 — 2001
Associate's degree, Graphic Design
Denair High School 1996 — 2000
High School Diploma, High School Diploma
The BoxMaker September 2014 - Present
Recall July 2012 - February 2014
Greyhound Package Express July 2011 - July 2012
Iron Mountain February 2001 - November 2010
Willamette Week March 1999 - January 2001
Telemark 1997 - 1998
Bank of America December 1991 - September 1997
Skills
Packaging Solutions, Account Management, Solution Selling, Strategy, Sales, Sales Process, Sales Operations, Direct Sales, Leadership, Trusted Advisor for..., Process Improvement, Customer Service, Lead Generation, B2B, Management, Key Account Management, Customer Retention, Forecasting, Records Management, Document Imaging, Managed Services, Contract Negotiation, Selling, Team Management, Customer Satisfaction, Strategic Partnerships, Team Building, Channel Partners, Sales Presentations, Go-to-market Strategy, Professional Services, Business Development, Building Relationships, Sales Management
Education
Portland State University 1991 — 1993
Bachelor of Science (BS)
Clackamas Community College 1989 — 1991
Associate of Arts (AA)
Southern Oregon University 1988 — 1989
Wells Fargo June 2015 - Present
SOURCE Nonprofit Consulting September 2014 - Present
Sagehen Capital Management March 2014 - Present
Breakthrough Collaborative June 2014 - August 2014
Bank of America June 2012 - August 2012
Skills
Community Outreach, Public Speaking, Microsoft Word, Research, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Nonprofits, Teamwork, Editing
Education
Claremont McKenna College 2013 — 2017
Bachelor of Arts (BA), Economics-Accounting
Chadwick School 2009 — 2013
High School Diploma
PNC May 2015 - Present
PNC October 2013 - May 2015
Urban Lending Solutions May 2013 - September 2013
Bank of America June 2011 - May 2013
Skills
Loans, Mortgage Banking, FHA, Loan Servicing, Microsoft Office, Strategic Planning, Team Building, Public Speaking, Team Management, Team Leadership, Leadership, Time Management, Microsoft Excel, Coaching, Leadership Development, Teamwork, Risk Management, Training, Business Development, Process Improvement, Account Management, Salesforce.com, Relationship Management, Consumer Lending, Banking
Education
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Canon McMillan High School 2004 — 2007
Wells Fargo November 2000 - Present
Bank of America 1998 - 2000
Bank of America 1995 - 1998
Skills
Asset Allocation, Asset Management, Banking, Commercial Banking, Financial Planning, Investments, Management, Risk Management, Wealth Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Master of Business Administration (MBA), Strategic Management
JPMorgan Chase & Co. September 2015 - Present
Bank of America March 2014 - September 2015
Bank of America July 2013 - March 2014
Wells Fargo September 2012 - July 2013
Bank of America June 2010 - August 2012
Clarion University August 2008 - December 2009
Provident Funding Associates L.P. June 2007 - May 2008
Pennsylvania Governor's Office of Policy & Planning August 2005 - December 2005
Skills
Microsoft Office, Quantitative Research, Research, Government, Software Documentation, Mortgage Underwriting, Mortgage Banking, Residential Mortgages, Quantitative Analysis, Documentation, Loans, Management, Quantitative Analytics, Analysis, Customer Service, Mortgage Lending, Finance, Banking, Financial Analysis, Risk Management, Credit, Leadership
Education
Clarion University of Pennsylvania 2008 — 2009
MBA, Business Administration
Clarion University of Pennsylvania 2003 — 2006
BA, Economics
Bank of America February 2014 - Present
Skills
Sales, Banking, Customer Service, Accounting, Loans, Financial Services
Education
DeVry University 2013 — 2016
City University of Seattle 2007 — 2009
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Western Oregon University 2004 — 2005
Bachelor's Degree, Business Science/ entrepreneurship
Wet Seal, Inc 2014 - Present
Santa Catalina Island Company 2011 - 2014
Reliance Steel & Aluminum 2008 - 2011
Toyota 2001 - 2008
Bank of America 1992 - 2001
Skills
HRIS, Human Resources, Team Building, Talent Management, Leadership, Vendor Management, Talent Acquisition, Hospitality, Employee Relations, Customer Service, Training, Recruiting, Performance Management, Employee Engagement, Strategy, Hiring, Personnel Management, Succession Planning, Strategic Planning, Budgets, Sourcing, Organizational..., Employee Benefits, Onboarding, HR Consulting, Technical Recruiting, Temporary Placement, Applicant Tracking..., Executive Search, Career Development, Internet Recruiting, Executive Coaching, Mergers & Acquisitions, Negotiation, Team Leadership, Executive Management, Change Management, Leadership Development, Contract Recruitment, College Recruiting, Management, Screening, Labor Relations, Staffing Services, Contract Negotiation, Strategic HR, Deferred Compensation, Workforce Planning, Start-ups, Consulting
Education
Claremont Graduate University
MBA, Business Management
USC
Human Resources Certification
Pratt & Whitney Aero Power December 2014 - Present
UCSD Extension 1998 - Present
General Dynamics Global Imaging Technologies May 2012 - April 2014
Delta Design July 2004 - May 2012
National Mortgage Reporting November 2003 - April 2004
Bank of America 2002 - October 2003
National Pen July 2000 - February 2002
George Elkins Company 1996 - 1999
Imperial Bank 1989 - 1992
Laventhol and Horwath 1984 - 1986
Skills
Communication and..., Financial Analysis, Excel, Financial Accounting, Cost Accounting, Budgeting, Forecasting, Access, PowerPoint, Manufacturing, SQL queries, Budgets, Microsoft Excel, Auditing, Accounting, Analysis, Finance, Management, Managerial Finance, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis
Education
San Diego State University 2003 — 2009
MS, Accounting
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
Claremont McKenna College 1974 — 1978
BA, Political Science
BECU February 2008 - Present
BECU February 2008 - December 2013
United Way of King County January 2012 - April 2012
Bank of America 2006 - 2007
The Bank of Washington 2003 - 2006
Wells Fargo Bank 2001 - 2003
KeyBank 1997 - 2001
Skills
Small Business, Small Business Lending, Credit, Cash Flow, Loans, Real Estate, Banking, Compliance, Credit Analysis, SBA, Commercial Lending, Lines Of Credit, Consumer Lending, Commercial Banking
Education
City University of Seattle
Bachelor of Science, Business-Finance
Bank of America June 2010 - Present
Bank of America June 2007 - June 2010
Bank of America March 2006 - June 2007
Bank of America February 2004 - March 2006
MBNA 2005 - 2006
MBNA 2001 - 2004
Skills
SQL, SAS, Visio, Six Sigma, Relationship Development, Control, Risk Management, Collections Management, Mortgage Lending, Telemarketing, Credit Analysis, Strategy Development, Excel, Access, PowerPoint, Word, Bank Relationship..., Audit, Compliance Management, Process Control, Data Analysis, Agile Project Management, Project Coordination, Portfolio Management, Banking, Operational Risk..., Management
Education
Penn State University 1995 — 1998
Clarion University of Pennsylvania 1993 — 1995
Deborah Hall Proffitt CPA August 2012 - Present
Deborah Proffitt,M.A. June 2004 - May 2009
Hunter & Hunter CPAs January 1991 - March 1993
Deloitte & Touche September 1987 - November 1989
Bank of America April 1986 - September 1987
Carroll Financial Planning March 1985 - February 1986
McGuire Properties December 1983 - March 1985
Coopers & Lybrand July 1980 - December 1983
Skills
Certified Public..., QuickBooks Certified..., Licensed Psychological..., AppFolio, Financial Analysis, Internal Controls, Accounting, Finance, Budgets, Auditing
Education
University of North Carolina at Charlotte 1999 — 2001
M.A., Clinical and Community Psychology
University of North Carolina at Charlotte 1993 — 1998
Post Baccalaureate studies, Clinical Psychology
Clarion University of Pennsylvania 1976 — 1980
Bachelor of Science (B.S.), Business Administration, Concentration in Accounting
Bank of America April 2012 - Present
MetLife Home Loans January 2010 - April 2011
1st Hand Mortgage Inc. December 1997 - December 2010
Long Beach Mortgage September 1996 - December 1997
Wells Fargo June 1987 - August 1996
Skills
Loans, Loan Origination, VA Loans, Government Loans, Loan Servicing, Team Leadership, Refinance, Banking, Finance
Education
City University of Seattle
NW College April 2014 - Present
Wells Fargo Home Mortgage December 2012 - August 2013
Wells Fargo Home Mortgage January 2011 - August 2013
Wells Fargo Home Mortgage September 2010 - November 2011
Robert HalfWells Fargo January 2010 - September 2010
Bank of America March 2009 - December 2009
Adecco Staffing, USA August 2008 - February 2009
Adecco Staffing, USA January 2008 - May 2008
Washington Mututal Bank July 2005 - November 2007
Wasington Mutual Bank August 2005 - August 2006
Skills
Mortgage Underwriting, Government Loans, Loans, FHA, VA loans, Customer Service, Data Analysis, Pay Close Attention to..., Get Along Well with..., Team Leadership, Team Building, Teamwork, Getting the Best Out Of..., Reliability, Learning Quickly, Microsoft Office, Customer Retention, Microsoft Word, Peachtree, Quicken, Getting The Job Done, Text Editing, Financial Audits, Customer Satisfaction, Data Entry, Ten Key, Typing, Application Packaging, Human Resources, Organization, Managed Money, Inventory Control, Microsoft Excel, Oracle, QuickBooks, Shipping, Floorplanning, Determination, Supply Ordering, Cashiering
Education
Clackamas Community College 2014 — 2016
Business Management
Portland Community College 2003 — 2004
Political Sciences/General Studies
Barclay College 1996 — 1999
Child Psychology/Theology
BNP Paribas August 2010 - Present
CJI Capital Markets, Inc. 2009 - 2010
Greenock Capital Management 2007 - 2009
Bank of America January 1998 - December 2006
Salomon Brothers 1994 - 1998
PaineWebber 1992 - 1994
Skills
Investments, Equities, Electronic Trading, Equity Derivatives, Finance, Capital Markets, Derivatives, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Trading, Alternative Investments, Structured Products, Asset Management
Education
Claremont McKenna College 1988 — 1992
Bachelor of Arts (B.A.), Economics and Government (double major)
H&R Block January 2014 - Present
Bank of America 1982 - 2013
Skills
Commercial Banking, Banking, Management, Leadership, Loans, Time Management, Sales Management, Mortgage Lending, Team Building, Marketing, Accounting, Financial Analysis
Education
H&R Block 2013 — 2013
Tax Preparation, Taxes
Stephen Ministry St Louis 2006 — 2006
Stephen Leader, Leadership & Training
Gwinnett Technical College 2004 — 2004
Spanish for Bank Professionals, Spanish, 4.0
Clarion University of Pennsylvania 1975 — 1977
Business Administration and Management, General, 3.65
Wells Fargo Home Mortgage October 2013 - Present
Apex Systems July 2012 - August 2013
Apex Systems March 2012 - June 2012
Bank of America June 2010 - September 2011
Blue Cross Blue Shield of South Carolina 2008 - April 2010
Skills
JCL, VSAM, DB2, COBOL, QMF, CICS, IMS DB/DC, Endeavor, Websphere, Easytrieve, Message Queue, C++, Weblogic, TCP/IP, C, RACF, XHTML, Testing, Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Quality Center, ALM, Mortgage Banking, Mortgage Servicing, Loan Servicing, Loss Mitigation, Early Resolution, BRDs, FSDs, Tech Specs, UAT testing, SIT testing, Release Management, StarWeb, PAC2000, XML, HTML, CSS, Fannie Mae, USDA, Real Estate Investor
Education
Ohio University 2006 — 2008
Masters, Communication Systems Management
Claflin University 2002 — 2006
Bachelors of Science, Managment Information Science
Washington Federal June 2014 - Present
Foundation Bank July 2013 - January 2014
Foundation Bank January 2013 - July 2013
Columbia Bank May 2011 - January 2013
First Heritage Bank September 2008 - May 2011
WASHINGTON MUTUAL April 2008 - September 2008
Bank of America December 1998 - April 2007
REGENCE BLUESHIELD May 2002 - February 2005
Skills
Retail Banking, Banking, Consumer Lending, Commercial Banking, Branch Banking, Operations Management, Supervisory Experience, Management, Customer Service, Finance, CRM, Training, Coaching
Education
City University of Seattle 1999 — 2002
Master's in Business Administration, Finance Management
University of Washington 1993 — 1997
Bachelor's of Arts, Political Science International Business
Wormser Development September 2004 - Present
Wormser & Associates June 1992 - August 2004
York Development June 1989 - May 1992
Citi 1985 - 1988
Bank of America June 1981 - July 1985
Skills
Real Estate Development, Site Selection, Land Acquisition, Land Use Planning, Feasibility Analysis, Approvals & Permitting, Budgeting, Value Engineering, Construction & Project..., Sales & Marketing, Owners Representative, Problem Solving, Management, Residential Homes, Construction, Marketing, Real Estate
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1988 — 1989
Master's Degree, Real Estate Development
Claremont Graduate University 1979 — 1981
Master of Business Administration (M.B.A.)
Pitzer College 1975 — 1979
Bachelor's Degree, Economics
PennyMac Loan Services, LLC October 2014 - Present
PennyMac Loan Services, LLC May 2012 - October 2014
Bank of America May 2007 - April 2012
Ownit Mortgage Solutions December 2005 - January 2007
Espenschied-Bachmann Group, Inc. January 2002 - January 2005
Sanwa Bank California January 2001 - January 2002
Countrywide January 1999 - January 2001
Countrywide January 1999 - December 1999
Countrywide January 1998 - December 1999
Countrywide January 1995 - December 1997
Skills
Customer Acquisition, Customer Experience, Customer Retention, E-commerce, Internet Banking, Internet Strategy, Mortgage Industry, Online Marketing, Online Sales, Online User Experience, SEM, SEO, User Experience, Web Analytics, Website Development, Online Advertising, Sales, CRM, Mortgage Lending, Email Marketing, Lead Generation, Management, Marketing, Analytics, Strategy, Competitive Analysis, Digital Marketing, Strategic Partnerships
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1992 — 1994
Master of Business Administration (MBA)
University of California, Los Angeles 1986 — 1990
Bachelor of Arts (B.A.), History
HealthRIGHT 360 December 2013 - February 2014
Patriot Data Solutions Group December 2010 - March 2012
Vector Planning and Services Inc. August 2008 - February 2009
Qualcomm, Inc. September 2006 - February 2008
Sybase, Inc March 2000 - August 2006
Sybase, Inc. October 1997 - March 2000
Bank of America October 1994 - October 1997
Skills
ETL, Web Development, Documentation, Data Conversion, OLTP, Sybase, SQL, Business Intelligence, Database Design, HTML, Unix, Software Development, T-SQL, Customer Relations, Excel, OLAP, Application Development, Business Analysis, Solaris, Data Analysis, Agile Methodologies, Databases, Microsoft Excel, Software Documentation, Customer Service, Oracle, Software Project..., Microsoft SQL Server, Business Objects, XML, MySQL, JavaScript, Enterprise Software
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA, Management Information Systems
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Additional Classes
Canisius High School
PNC March 2013 - Present
Bank of America May 2011 - September 2012
LSI Local Solutions April 2003 - September 2012
AIG January 1998 - September 2001
Skills
Mortgage Lending, FHA, Credit, Refinance, Loss Mitigation, Foreclosures, REO, Mortgage Banking, Short Sales, Loans, Banking, Loan Origination, Title Insurance, Escrow, Customer Service, Notary Public
Education
Strayer University (VA) 2007 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
Clarion University of Pennsylvania 1992 — 1995
M.S., COMMUNICATIONS
Clarion University of Pennsylvania 1988 — 1992
B.S., COMMUNICATIONS
Bank of America November 2011 - Present
MagicBuss Productions April 1999 - Present
Advisors Asset Management, Inc. October 2010 - June 2011
Advisors Asset Management, Inc. February 2005 - March 2009
Foresters 2003 - 2004
USAA 2002 - 2003
USAA 2001 - 2002
USAA 1998 - 2001
USAA 1997 - 1998
USAA 1996 - 1997
Skills
Financial Services, Strategic Planning, Project Management, Series 7, Investments, Mutual Funds, Fixed Annuities, Retirement Planning, Asset Managment, Securities, Wealth Management, Strategic Financial..., Bonds, Investment Strategies, Financial Advisory, Series 63, Series 26, Series 66, Life Insurance, Indexed Annuities, Variable Annuities, Equity Indexed Annuities, College Funding...
Education
American College, Bryn Mawr, PA 1992 — 1993
Chartered Life Underwriter (CLU), Financial Services
American College, Bryn Mawr, PA 1988 — 1992
Chartered Financial Consultant (ChFC), Financial Services
Clarion University of Pennsylvania 1977 — 1982
Business Administration, Accounting
my choice to pursue large format photography & other interests. July 2009 - Present
Bank of America 2009 - 2009
Countrywide Home Loans 2004 - 2009
Homestore 2000 - 2004
Merisel 1994 - 2000
Los Angeles Times 1986 - 1994
Skills
Unix, Databases, Vendor Management, Data Modeling, Enterprise Software, Architecture, Disaster Recovery, SDLC, Business Analysis, Database Administration, Enterprise Architecture, Software Project..., Database Admin, IT Strategy, Business Intelligence, Architectures, Requirements Analysis
Education
Claremont Graduate University
MS, Management of Information Systems
Eckerd College
BA, East Asian Studies
Florida State University
MS, Library and Information Science
Florida State University
BA, Music Theory and History
Bank of America March 2015 - Present
Duke Energy Corporation August 2014 - March 2015
Duke Energy Corporation February 2013 - August 2014
Duke Energy Corporation November 2008 - January 2013
Duke Energy Corporation September 2006 - November 2008
Duke Energy Corporation June 2005 - September 2006
Aquila June 2002 - June 2005
Education
Harvard Business School
Advanced Management Program, Business
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Clarion University of Pennsylvania 1984 — 1988
Bachelor's Degree, Accounting
Bank of America August 2013 - Present
Sears, Roebuck and Co. July 2004 - Present
Hi Health March 2006 - February 2007
Lord & Taylor August 1997 - July 2004
Skills
Store Management, Visual Merchandising, Merchandising, Loss Prevention, Retail, Store Operations, Retail Sales, Inventory Management, Profit, Inventory Control, Big Box, Driving Results, Management, Sales, Income Statement, Planograms, Shrinkage, Customer Service, Merchandise Planning, Cashiering, Multi-Unit Management, New Store Development, District Management, Assortment, Associate Development, Apparel, Hiring, P, Multi-channel Retail, Window Displays, Trend, POS, Fashion, Styling, Employee Training, People Development, Pricing, Private Label, Inventory, Telephone Skills, Product Knowledge, Department Stores, Multi-unit, New Store Openings
Education
Clarion University of Pennsylvania 1993 — 1997
Business Administration and Management, General
Muscular Dystrophy Association December 2014 - Present
Muscular Dystrophy Association January 2013 - December 2014
Holy Innocents Children's Hospital Uganda, Inc. March 2012 - December 2014
Bank of America 1998 - 2009
Wells Fargo Bank 1991 - 1998
Chubb Insurance 1986 - 1990
Skills
Marketing, Sales, Fundraising, Nonprofits, Public Speaking, Management, New Business Development, Event Planning, Volunteer Management, Event Management, Customer Service, Finance, Recruiting, Leadership, Microsoft Excel, Healthcare, Training, Leadership Development, Small Business, Team Building, Community Outreach, Strategic Planning, Budgets, Coaching, Program Management, Social Media, Customer Satisfaction, Entrepreneurship, Public Relations, Marketing Communications, Organizational..., Social Networking, Data Analysis, Grant Writing, PowerPoint, Social Media Marketing, Outlook, Marketing Strategy, Analysis, Project Management, Account Management, Strategy, Negotiation
Education
Claremont McKenna College
Bachelor of Arts (B.A.), Economics & History
James Rowson Ministries/Kingdom Life Ministries April 2009 - Present
Bank of America July 2004 - February 2009
Bank of America August 1991 - July 2004
Skills
Administrative..., System Administration, Fundraising, Microsoft Office, Outlook, Research, PowerPoint, Volunteer Management, Photoshop, Training, Microsoft Word, Team Building, Leadership, Microsoft Excel, Customer Service, Event Planning, Facebook, Social Media, Windows, Nonprofits, Budgets, Time Management, Access, Data Analysis, Community Outreach, Public Speaking, Social Media Marketing, Customer Satisfaction, Data Entry, Strategic Planning, Management, Public Relations, Lotus Notes, Recruiting, Employee Relations, Teamwork, Social Networking, Project Management, Leadership Development, Inventory Management, Coaching, Staff Development, Event Management, Editing, Teaching, Marketing, Marketing Communications, Sales, Organizational..., Human Resources
Education
Claflin University 2009 — 2012
BS, Organizational Management
Anderson Economic Group September 2009 - Present
Hollis & Associates January 2004 - Present
Susanne Hollis, Inc. January 1994 - February 2010
Vocational Economic Analysts October 2001 - October 2003
Bank of America 1989 - 1990
Barclays Bank 1984 - 1989
Bank of California 1981 - 1984
American Express International Banking Corp. 1976 - 1981
United States Navy 1969 - 1974
Skills
Economic Analysis, Expert Witness
Education
Claremont Graduate University 1995 — 1997
MA, Economics
Stanford University Graduate School of Business 1974 — 1976
MBA, Accounting
Saint Joseph's University 1965 — 1969
BS, Pre-Med Biology
Engineered Air December 2010 - Present
Consolidated Supply Co. June 2007 - February 2009
Dolan NW October 1993 - June 2007
Dolan NW LLC dba Globe Lighting, et al 1993 - 2007
Globe Lighting 1993 - 2007
Bank of America September 1992 - October 1993
Skills
Visio, Microsoft Office, Microsoft Word, Training, Microsoft Excel, Troubleshooting, Outlook, Adobe Acrobat, Networking, Customer Service, Photoshop, PowerPoint, Spreadsheets, Budgets, Human Resources, Team Building, Inventory Management, Process Scheduler, Purchasing
Education
Clackamas Community College 1990 — 1992
Business
Pacific Northwest College of Art 1989 — 1990
Graphic Design
Bank of America March 2011 - September 2011
CIGNA March 2010 - October 2010
Aetna, INC. April 1998 - December 2008
Harleysville Insurance January 1990 - April 1998
Skills
JCL, CICS, VSAM, COBOL, IDMS, Unix, Excel, Endevor, Outlook, SQL, ClearCase, IBM Utilities, Visio, Datastage, Mainframe, TSO, Fileaid, DB2, Easytrieve, MVS, Word, SPUFI, Xpediter, QMF, IBM Mainframe, IMS DB/DC, DB2/SQL, ISPF, Windows, OS/390, Microsoft Office, Visual Basic, Linux, SDSF, ETL, Data Warehousing, Requirements Analysis, Databases, Analysis, Programming
Education
Clarion University of Pennsylvania 1976 — 1980
Bachelor of Science, Computer Science
Clarion University of Pennsylvania
Bachelor of Science (B.S.)
JPMorgan Chase November 2011 - Present
JPMorgan Chase November 2009 - November 2011
Bank of America December 2006 - November 2009
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Loan Origination, Retail Banking, Lines Of Credit, Credit Risk, Financial Analysis, Underwriting, Cash Management, Treasury Management, Relationship Management, Investments
Education
Clarion University of Pennsylvania 1996 — 2000
Bachelor of Science (BS), Finance, General
Army National Guard October 2010 - Present
Bank of America June 2015 - August 2015
Enterprise Rent-A-Car September 2014 - April 2015
Vanguard June 2014 - September 2014
Claflin University August 2013 - May 2014
Claflin University August 2013 - May 2014
Army National Guard May 2013 - August 2013
Chick-fil-A Corporate May 2012 - August 2013
Skills
Time Management, Student Affairs, Leadership, Management, Program Management, Teamwork, Human Resources, Sales, Public Speaking, Military Experience, Professional Mentoring, Resume Writing, Training, Leadership Development, Team Leadership, Marketing, Team Building
Education
Claflin University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, Concentration: Finance, 3.6 GPA
Claflin University 2009 — 2014
Bachelor of Science (BS), Business Administration: Sociology Minor, 3.7 Career GPA
Garrett Academy of Technology 2005 — 2009
High School, Culinary Arts, 3.3 Career GPA
K&L Gates October 2013 - Present
Microsoft via Compass Group NA 2008 - October 2013
Southwest 156th Street Owners Association 2011 - 2012
ChemPoint.com 2007 - 2008
H&R Block 2007 - 2008
Bank of America 2005 - 2007
Skills
Financial Analysis, Budgets, Accounting, Financial Modeling, Forecasting, Microsoft Excel, Financial Reporting, Accounts Payable, Excel, SAP, Data Analysis, Accounts Receivable, Microsoft Office, Account Management, Sarbanes-Oxley Act, French Cuisine, Ad Hoc Reporting, Competitive Analysis, Variance Analysis, Financial Accounting, Internal Audit, Process Improvement, Tax Preparation, Meet Deadlines, Relational Databases, Relational Data Modeling, Mentoring, Axiom EPM, Strategic Planning, Management, Dashboard, Creative Real Estate..., Private Funding, Property Management, Cash Flow Management, Vendor Management, Strategic Investment, Real Estate
Education
City University of Seattle 2009 — 2011
Certificate
University of Washington 2004 — 2006
Bachelors of Arts
Bank of America 2003 - Present
Countrywide Financial 2004 - 2009
Coldwell Banker Residential Brokerage 1997 - 2004
Skills
Foreclosures, Real Estate, Short Sales, Mortgage Banking, Loans, Mortgage Servicing, Underwriting, Investment Properties, Real Estate Economics, First Time Home Buyers, Real Estate Transactions, REO, Asset Management, Credit
Education
Claremont McKenna College 1983 — 1987
BA, Economics
IES, Vienna Austria 1985 — 1986
International Relations and Affairs
Bank of America October 2012 - Present
JPM/Chase 1998 - Present
JPMorgan Chase February 1998 - October 2012
Household International 1986 - 1997
Skills
Loss Mitigation, Underwriting, Mortgage Servicing, Credit Cards, Credit, Mortgage Lending, Loan Servicing, Default, Loans, Management, Risk Management, Mortgage Banking, Consumer Lending, Financial Services, Executive Management
Education
Clarion University of Pennsylvania 1980 — 1984
BSBA, Marketing
California Baptist University 1993 - Present
California Baptist University July 2006 - June 2012
Azusa Pacific University 1991 - 1993
Mission Savings Bank 1984 - 1991
Bank of America 1971 - 1974
Skills
Entrepreneurship..., Public Speaking, Teaching, Leadership Development, Strategic Planning, Qualitative Research, Management Consulting, Higher Education, Entrepreneurship, Leadership, Business Strategy, Non-profits, Nonprofits, Management, Team Building, University Teaching, Fundraising, Community Outreach, Program Development, Curriculum Design, Grant Writing, Data Analysis, Public Relations, Recruiting, Organizational..., Coaching, Instructional Design, Training, Career Counseling, Strategy, Sales, Social Networking, Adult Education, Event Planning, E-Learning, Curriculum Development
Education
University of Southern California 1967 — 1971
BA, Economics
California State Polytechnic University 1977 — 1981
MBA, Finance and Marketing
University of California, Riverside 1998 — 2002
Ph.D., Organization Theory
Claremont Graduate University 1991 — 1993
Executive Leadership, Graduate School of Management
CJ Affiliate by Conversant April 2015 - Present
workzones January 2012 - Present
Lisa Riolo Consulting September 2006 - Present
Invoca January 2014 - November 2014
Impact Radius, Inc. January 2008 - March 2013
Commission Junction April 2000 - September 2006
Peet's Coffee & Tea 1997 - 2000
Bank of America 1987 - 1996
Skills
Business Strategy, Marketing Management, Online Marketing, Digital Marketing, B2B Marketing, Product Marketing, Client Development, Operations Management, Account Management, Business Growth, Management Consulting, Strategic Business, New Business Development, Revenue, Online Advertising, Business Development, Start-ups, Marketing, Coworking, Entrepreneurship, Productivity, Collaboration, Relationship Developer, Business Relationship..., Connector of People, E-commerce, Marketing Strategy, SEO, Affiliate Marketing, Web Marketing, Email Marketing, SEM, Lead Generation, Leadership, Strategic Partnerships, Integrated Marketing, Sales, Product Management, PPC, Web Analytics, Team Building, Mobile Marketing, Direct Marketing, Management, Google Analytics, Google Adwords, Business Planning, Digital Media, Social Media Marketing, Performance Based...
Education
Claremont McKenna College 1983 — 1987
BA, Psychology
SafeNights.org 2014 - Present
TCF Bank January 2007 - June 2013
TCF Bank July 2004 - December 2006
Bank of America January 1998 - April 2000
Bank of America May 1991 - June 1998
Skills
Banking, Loans, Strategy, Mortgage Lending, Risk Management, Business Analysis, Consumer Lending, Portfolio Management, Credit, Business Strategy, Strategic Planning, Management, Leadership, Retail Banking, Commercial Banking, Financial Risk, Relationship Management, Commercial Lending, Product Management, AML, Mergers & Acquisitions, Operational Risk..., Finance, Financial Services, Operational Risk, Credit Analysis, Small Business Lending, Underwriting, Securities, Treasury Management, Cross Selling, Loan Origination, Credit Risk, Credit Cards, Mortgage Banking, Analytics, Cash Management, Executive Management, Financial Analysis, Branch Banking, Asset Based Lending, Private Banking, Branch Management, Investments, Residential Mortgages, Internet Banking, Lines Of Credit, Payments, Loan Servicing, ACH
Education
Duke University
MBA, Finance
Claremont McKenna College
Bachelor's degree, Economics
The Reynolds and Reynolds Company October 2014 - Present
Enterprise Rent-A-Car July 2006 - August 2014
Bank of america August 2005 - June 2006
Wells fargo May 2005 - August 2005
Skills
Sales, Management, Leadership Development, Microsoft Excel, Economics, Sales Leadership..., Microsoft Word, Business to Business..., New Business Generation, Human Resources, Client Development, P&L Management, P&L Analysis, Account Management, Account Reconciliation, Employee Training, Referrals, Interviews, Customer Service, Marketing, Customer Satisfaction, Sales Management, Public Speaking, Customer Retention, Leadership, Strategic Planning, Team Building, Training
Education
Claremont McKenna College 2002 — 2006
Bachelor of Arts, Economics and Psychology
San Gorgonio High School 1998 — 2002
HS Diploma
American Eagle Outfitters March 2015 - Present
Bank of America February 2014 - March 2015
Bank of America October 2012 - February 2014
PNC January 2012 - August 2012
Skills
Banking, Retail Banking, Sales, Accounting, Risk Management, Finance, Payments, Credit Cards, Financial Reporting, Deposits, Relationship Management, Cross Selling, Branch Banking, Internal Controls, Sarbanes-Oxley Act, Customer Satisfaction, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Consumer Lending, Microsoft Word, Time Management
Education
South University 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Accounting
Bank of America LandSafe 2000 - 2013
Bank of America 1997 - 2000
Bank of America 1995 - 1997
Bank of America 1992 - 1995
Bank of America 1990 - 1992
Bank of America 1987 - 1990
Education
Clackamas Community College
Associate's Degree
Bank of America May 2012 - February 2013
Banana Repulic April 2012 - May 2012
Seattle University Bookstore March 2011 - December 2011
T n T Floral and Wine Basket June 2011 - August 2011
Indonesian Student Association at Seattle University (ISASU) September 2010 - June 2011
Indonesian Community Club, Edmonds Community College September 2007 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Management, Event Planning, Social Media, Marketing, Marketing Strategy, Teamwork, Negotiation
Education
City University of Seattle 2013 — 2015
Master’s Degree, Finance, General, 3.92
Seattle University 2009 — 2011
Bachelor of Administration, Finance and International Business
Edmonds Community College 2008 — 2009
Associates of Arts, General Business
Bank of America September 2008 - Present
Countrywide May 2007 - September 2008
Skills
Auditing, Quality Auditing, Compliance, Process Improvement, Lean Process Improvement, Six Sigma, Internal Audit, Enterprise Risk..., Financial Risk, Management, Operational Risk..., Risk Management, Operational Risk, Mortgage Servicing, Risk Assessment, Mortgage Lending, Banking
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2006 — 2008
M.S., Financial Engineering
University of California, San Diego 2001 — 2005
B.S., Management Science
Office of State Representative Joe Gallegos January 2015 - Present
Senate Democratic Leadership Fund October 2014 - January 2015
Jamie Damon for Oregon State Senate September 2014 - November 2014
Oregon Legislature 2013 - 2013
Bank of America October 2010 - January 2012
Skills
Public Policy, Research, Strategy, Public Speaking, State Government, Data Entry, Time Management, Policy Analysis, Conversational French, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Votebuilder, FEC, Community Outreach, Volunteer Management, Event Planning, Political Campaigns, Social Media, Fundraising, Politics, Policy, Community Organizing, Community Development, Strategic Communications, Microsoft Office, Legislative Relations, Program Development, Event Management, Editing, Strategic Planning, Media Relations, Public Relations, Social Networking, Press Releases
Education
Portland State University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Clackamas Community College 2009 — 2011
Transfer Degree, Political Science and Government
Bank of America January 2014 - Present
Skills
Financial Services, Risk Management, Legal Compliance, Banking, Litigation, Negotiation, Legal Writing, Civil Litigation, Trials, Courts, Corporate Law, Arbitration, Class Actions, Legal Research, Mediation, Bankruptcy, Dispute Resolution, Elder Law, Powers of Attorney, Product Liability, Securities, Legal Issues, Finance, Strategy, Management, Leadership, Due Diligence
Education
Claremont McKenna College
Bachelor of Arts, Psychology
University of San Diego School of Law
Doctor of Law (J.D.)
Bank of America December 2009 - March 2015
Skills
Banking, Credit, Loans, Credit Analysis, Credit Risk, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Commercial Banking
Education
Clarion University of Pennsylvania 1986 — 1990
Bachelor's Degree, Accounting
Bank of America January 2014 - Present
Wells Fargo July 2012 - December 2013
Capgemini December 2011 - July 2012
Claflin University September 2008 - April 2011
Robotics Lab, Brown University June 2010 - August 2010
Center for Materials Research, Norfolk State University May 2008 - July 2008
Skills
C#, Java, C++, JavaScript, XML, SQL, jQuery, HTML, CSS, Python, Software Engineering, Web Development
Education
Claflin University 2007 — 2011
BS, Computer Engineering, 3.89/4.00
Houston Consulting August 2011 - Present
Rainier Valley Community Development Fund November 2006 - August 2011
Big Homie Program 2002 - 2005
Bank of America 2000 - 2005
Skills
Community Outreach, Customer Service, Strategic Planning, Non-profits, Microsoft Office, Fundraising, Project Management, Public Speaking, Leadership, Leadership Development, Conflict Resolution, Research, Program Development, Program Management, Team Building, Nonprofits, Management, Recruiting, Strategy, Organizational..., Policy, Event Planning, Training, Time Management, Data Analysis, Human Resources, PowerPoint, Analysis, Resume Writing, Career Counseling, Coaching, Change Management, Employee Relations, Business Planning, Software Documentation, Social Networking, Consulting, Workshop Facilitation, Project Planning, Staff Development, Business Intelligence, Team Leadership, Process Improvement, Management Consulting, Performance Management, Government, Interviews, Budgets, Business Process..., Organizational...
Education
City University of Seattle 2010 — 2012
Master of Business Administration (MBA), Change Leadership
City University of Seattle 2006 — 2009
Master of Arts (M.A.), Human Resources Management
The Evergreen State College 2002 — 2005
Bachelor of Arts, Liberal Arts
Element Coffee March 2013 - Present
SGB-NIA Insurance Brokers August 2012 - October 2012
Bank of America September 2011 - May 2012
DEX 2011 - 2011
High Equity Solutions February 2010 - December 2010
Stirling Behavioral Health Institute May 2006 - August 2008
Merrill Lynch April 2005 - January 2006
Vector Marketing May 1997 - May 2005
Skills
Critical Thinking, Mortgage Servicing, Sales Management, Economics, Restaurant Reviews, Financial Modeling, Marketing, Analysis, PowerPoint, Corrective Exercise, Trading, Stock Market Analysis, Personal Training, Basketball, Cooking, Coffee, Global Finance, Neuroeconomics, Direct Sales, Mindfulness Meditation, Coffee Roasting, Specialty Coffee, Making Coffee, Global Economy, Quantitative Analytics, Entrepreneurship, Stata, Writing, Crossfit, Latte Art, Hario V60, Chemex, Dialing in espresso, Employee Training, Coffee Shops, Pour-over Coffee Brewing, Barista Training, Research, Small Business, CrossFit, Management, Data Analysis, Sales, Leadership, Training, Statistics, Financial Analysis, Event Planning, Time Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2008 — 2010
M.A. in Politics, Economics, and Business, Economics, Finance
Thomas Aquinas College 1999 — 2003
B.A., Liberal Arts
Bank of America January 2014 - Present
Bank of America October 2012 - Present
Ice Skating Institute April 2012 - June 2012
The Hall Group July 2011 - April 2012
2006 Through 2009 April 2006 - May 2009
ConocoPhillips 2005 - 2006
State of Arizona, Department of Revenue 2003 - 2004
State of Arizona, Department of Revenue 2001 - 2003
State of Washington June 1997 - January 2000
Northsea Refrigeration January 1995 - January 1997
Skills
Public Accounting, Audit, Accounting, Auditing, Compliance, Internal Controls, Internal Audit, Account Reconciliation, Journal Entries, External Audit, Compliance Audits, Variance Analysis, Reconciliations, Special Projects, Reconciliation, Depreciation
Education
University of Phoenix 2010 — 2012
MBA, Accounting
City University of Seattle 1993 — 1997
BS, Accounting
Tulsa Junior College 1986 — 1993
AA Accounting AA, Political Science
Oklahoma State University 1981 — 1986
Jakarta International School 1980 — 1981
High School Diploma, Highschool
Synovus February 2015 - Present
Bank of America Merrill Lynch 2013 - 2015
Bank of America Merrill Lynch 2013 - 2013
Bank of America Merrill Lynch 2010 - 2013
Bank of America 2008 - 2010
Bank of America 2006 - 2008
Robert Half Management Resources 2005 - 2006
Various 1995 - 2004
Skills
Human Resources, Human Capital, HR Transformation, Leadership Development, Strategic Leadership, Human Resource..., Strategic Human..., Learning Management, Organizational..., Organizational..., Organizational Learning, Talent Acquisition, Talent Developer, Organizational Talent, Talent Management, Onboarding, Succession Planning, Organizational Design, Workforce Planning, Temporary Placement, Executive Development, Executive Coaching, Global Talent..., International Business, Asia Pacific, Talent Pipelining, Graduate Recruitment, Wealth Management, Organizational Structure, Recruiting, Training, Performance Management, Strategy, Management, Leadership
Education
Pfeiffer University 2001 — 2003
MBA, Organizational Leadership
Clarion University of Pennsylvania 1990 — 1994
BSBA, Accounting
Oil City High School
Bank of America May 2014 - Present
Bank of America March 2012 - May 2014
Bank of America August 2009 - March 2012
Bank of America June 2009 - August 2009
Bank of America, NA January 2008 - February 2009
Bank of America June 2002 - December 2007
Bank of America April 1991 - May 2002
Skills
Business Process..., Risk Management, Process Improvement, Cross-functional Team..., Six Sigma, Project Management, Change Management, Strategy, Integration, Team Building, Banking, Budgets, Leadership, Vendor Management, Analysis, Business Analysis
Education
University of Southern California - Marshall School of Business 1981 — 1983
MBA, Information Systems and International Finance
Claremont McKenna College 1972 — 1976
BS, Mathematics and Economics
Bank of America May 2011 - Present
Bank of America April 2010 - May 2011
Bank of America July 2009 - April 2010
Signature Consultants January 2008 - July 2009
The Lash Group March 2005 - 2008
Moore & Van Allen June 2004 - November 2004
Cardsmart Technologies September 1999 - June 2004
First Union National Bank February 1999 - September 1999
GE Capital ITS April 1997 - February 1999
Skills
SQL, MySQL, Certified Scrum Master..., Banking, Mortgage Systems, Teradata Data Warehouse, Oracle, DMAIC, Clarity, PCM, LAMP, PHP4/5, CCNA, CLP, Visio, Microsoft Certified..., MS Project, Funds Transfer Pricing, Regulatory Projects, Regulatory Reporting, HIPAA, SCRA, Technology Process..., Technology Product..., Project Managers, Project Management, Microsoft SQL Server, Integration, Business Analysis, Agile Methodologies, Embedded Systems, Smart Cards, Microchip PIC, Encryption, SDLC, Enterprise Software, Management, Process Improvement, CRM, Scrum, Six Sigma, Microsoft Project, .NET, Data Warehousing, SSIS, Vendor Management
Education
Clarion University of Pennsylvania 1989 — 1994
Speech and Hearing Therapy
Capital One September 2012 - Present
Techead January 2012 - September 2012
Magellan Medicaid Administration (Magellan Health Services) August 2004 - December 2011
Capital One Finance March 2004 - August 2004
Bank of America September 1996 - October 2003
Comtrad Industries 1993 - 1996
Skills
Microsoft Office, Dreamweaver, Illustrator, Technical Writing, Editing, Content Management, Web Content Management, Knowledge Management, Visio, SharePoint, Software Documentation, Process Improvement, Adobe Acrobat, Outlook, Microsoft Excel, Microsoft Word, HTML, PowerPoint, Manuals, Proofreading, Newsletters, CSS, Photoshop, Web Content, Technical Editing, CMS, Requirements Gathering, Adobe Creative Suite, Content Development, Technical Documentation, Business Analysis, Management, Requirements Analysis, SDLC, Leadership, Change Management, Document Management
Education
Clarion University of Pennsylvania
Accounting
Strayer University
Computer Info. Systems
U.S. Army Academy of Information Systems
Computer Info. Systems
Banc of America Insurance Services, Inc 2009 - Present
Bank of America March 2006 - Present
Balboa Insurance Group March 2006 - April 2009
Automatic Data Processing 1995 - 2006
ADP 1995 - 2006
The Boulders Resort & Club - Westcor/Carefree Resorts 1986 - 1995
Grand Teton Lodge Company 1986 - 1988
Education
Clarion University of Pennsylvania 1980 — 1984
US Bank 2009 - Present
Bank of America May 2002 - February 2009
Skills
Small Business Lending, Loans
Education
Claremont McKenna College 1995 — 1999
San Manuel Band of Mission Indians October 2011 - Present
Bank of America June 2008 - September 2011
SIGMAnet Inc June 2001 - May 2008
Vertex Business Systems April 2000 - May 2001
Skills
Financial Analysis, Process Improvement, Forecasting, Accounting, Microsoft Excel, Lotus Notes, PeopleSoft, Business Analysis, Budget Process, Fixed Asset Management, Auditing, Sales & Use Tax..., Financial Statements, Account Reconciliation, GAAP, Finance, Accounts Receivable, Accounts Payable, Financial Reporting, Payroll, Variance Analysis, Budgets, Internal Controls, Analysis, Strategic Financial..., Cash Flow, Internal Audit, Fixed Assets, CPA, Management, Cash Management, Business Planning, Accruals, Managerial Finance, Journal Entries, Human Resources, General Ledger, Financial Accounting, Bank Reconciliation, Financial Forecasting, Great Plains Software, US GAAP, Business Process..., Management Accounting, Financial Audits, External Audit, Tax Accounting, Revenue Recognition, IFRS, Visio
Education
University of California, Riverside 2014 — 2016
Master of Business Administration (M.B.A.)
Claremont Graduate University 2012 — 2013
Certificate Program, Tribal Administration
University of Redlands 2012 — 2013
Certificate Program, Organizational Leadership
University of Santo Tomas 1989 — 1993
Bachelor of Science in Commerce, Accounting and Finance
WellCare Health Plans August 2015 - Present
Fannie Mae November 2014 - June 2015
Independent Consultant - Fannie Mae June 2014 - October 2014
The North Highland Company January 2013 - July 2014
Freddie Mac April 2010 - February 2013
Bank of America January 2009 - November 2009
Bank of America April 2008 - January 2009
TIAA-CREF 2001 - 2004
KPMG Consulting (now BearingPoint) 1999 - 2001
Freddie Mac 1993 - 1999
Skills
Strategic Planning, Process Engineering, Creative Problem Solving, Credit, Loans, Mortgage Banking, Financial Services, Collaborative Problem..., Business Analysis, Business Process..., Business Development, Product Management, Program Management, Banking, Strategy, Risk Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1984 — 1985
MBA, Business Finance
Clarion University of Pennsylvania 1972 — 1977
BS, Education
Wells Fargo Asset Management July 2013 - Present
Bank of America August 2007 - June 2013
Skills
Investments, Financial Analysis, Customer Service, Risk Management, Marketing Strategy, Brand Development, Brand Management, Client Relations, Client Development, Project Management, Project Delivery, Leadership, Sales, Management
Education
Claremont McKenna College 1998 — 2002
Bachelor of Arts (BA), International Relations
Commerce Bank June 2001 - Present
Bank of America 1991 - 2001
NationsBank 1992 - 2000
Skills
Wealth Management, Securities, Financial Services, Wealth Management..., Operations Management, Analysis, Asset Management, Banking, Commercial Banking, Equities, Process Improvement, Risk Management, Management
Education
Clarion University of Pennsylvania
Bank of America January 2011 - Present
Bank of America January 2002 - January 2005
Bank of America February 1992 - December 2001
Skills
Six Sigma, Certified Green Belt, Black Belt, Process Engineering, Process Improvement, Lean Tools, Lean Operations, Lean Management, Business Strategy, Business Analysis, Business Process..., Operations Management, Operational Excellence, Operational Strategy, Operational Risk, Operational Risk..., Strategic Planning, DMAIC, Visio, Microsoft Excel, PowerPoint, Banking, Project Management, Business Process Mapping, Risk Management, Vendor Management, Management
Education
City University of Seattle 1998 — 1999
Masters of Business Administration, Information Systems
University of Nevada-Reno
Bachelor of Science, Marketing
Bank of America January 2012 - Present
Countrywide Bank, FSB 2007 - June 2012
Bank of America 1995 - 2010
Countrywide Financial Corporation January 2004 - December 2007
Countrywide Financial Corporation January 2001 - December 2004
Skills
Microsoft SQL Server, Microsoft Excel, Microsoft Publisher, IT Strategy, Analytics, Financial Reporting, Data Warehousing, Business Intelligence, SDLC, Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1994 — 1995
MBA, Strategic Planning, Cost Accounting
University of California, Los Angeles 1987 — 1992
BA, History, minor Business
Bank of America ProgrammerGetronics1999 - 2004
First Union 1995 - 1999
Education
Clarion University of Pennsylvania 1988 — 1992
Oil City Senior High 1984 — 1988
Academic
Self Employed January 2012 - Present
Bank of America Home Loans October 2010 - December 2011
Bank of America 2009 - 2011
Home Loan Services, Inc. November 2001 - October 2010
Skills
Default, Foreclosures, Mortgage Lending, Loans, Mortgage Banking, Loss Mitigation, Credit, Loan Origination, Mortgage Servicing, Loan Servicing, FHA, Banking, Asset Management, Portfolio Management, Residential Mortgages, FHA financing, Bankruptcy, Real Estate Financing, REO, Financial Analysis, Commercial Mortgages, Property, Commercial Lending, Brokerage, Appraisals, Risk Management, Credit Analysis, Refinance, Credit Risk, Vendor Management, USDA, Residential Homes, Title Insurance, Due Diligence, Consumer Lending, Short Sales, Loan Modifications, Financial Risk
Education
Clarion University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Finance
Clarion University of Pennsylvania 1981 — 1985
B.S., Finance
McDonald's November 2004 - September 2014
Bank of America May 1989 - December 1999
Skills
Supply Management, Strategic Sourcing, Purchasing, Vendor Management, Procurement, Supply Chain, Supply Chain Management, Negotiation, Contract Negotiation, Contract Management, Cross-functional Team..., Budget, Process Improvement, Team Building, Business Process..., Outsourcing, Budgets, Leadership
Education
Northwestern University - Kellogg School of Management 1983 — 1987
MM, Finance, Accounting, MIS
Claremont McKenna College 1973 — 1977
BA, Economics
East West Bank May 2015 - Present
Bank of America January 2009 - May 2015
Fannie Mae May 2005 - January 2009
Fannie Mae May 2003 - April 2005
Fannie Mae March 2001 - April 2003
Countrywide Securities Corporation June 1999 - March 2001
Skills
Portfolio Management, Capital Markets, Management, Finance, Mortgage Lending, Banking, Credit Risk, Strategy, Valuation, Financial Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2004 — 2007
MBA, Strategy and Finance
University of California, Riverside 1995 — 1999
B.S., Business Administration
Department of Human Services September 2014 - Present
Tripwire July 2012 - August 2013
Zones April 2007 - July 2012
Mutual of Omaha June 2005 - March 2007
Bank of America July 2002 - April 2005
Skills
Microsoft Licensing, Software Sales, Solution Selling, Cold Calling, Consultative Selling, Networking Sales, Apple Sales, Networking, Sales, Selling, Software Industry, Training, Account Management, Cloud Computing, Professional Services, Channel Partners, Enterprise Software, CRM, Direct Sales, Sales Process, Management, SaaS, Customer Service, Software Licensing, Call Centers, Salesforce.com, Customer Satisfaction, Managed Services, New Business Development, Lead Generation, Sales Operations, Strategic Partnerships, B2B, Marketing Strategy
Education
Warner Pacific College 2012 — 2014
Clackamas Community College
OWNER June 2012 - Present
Edward Jones December 2008 - June 2012
First Heritage Bank June 2006 - December 2007
Bank of America November 2003 - May 2006
Linsco Private Ledger Kirkland WA June 2002 - November 2003
Edward Jones January 1999 - June 2002
A G Edwards January 1997 - January 1999
Key Investments October 1995 - January 1997
Bank of America April 1976 - October 1995
Education
City University of Seattle 1987 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
City University
BA, Business Administration & MBA Financial Management
American Public University System Vice President Financial Services OperationsAPUSSeptember 2008 - Present
Education Consulting Services, Inc. June 2008 - Present
Bank of America September 1996 - May 2008
UMUC 1989 - 1996
George Mason University 1984 - 1989
Beacon College 1980 - 1984
Skills
Distance Learning, Software Implementation, Process Analysis, Debt Management, Higher Education, Student Financial Aid, Adult Education, Staff Development, Public Speaking, Leadership, Team Building, Career Development, Leadership Development, Program Development, Training, Admissions, Organizational..., Higher Education..., Management, Student Loans, Policy, Coaching, Student Development, Program Management, Nonprofits, Retaining Customers, Fundraising, Resume Writing, Student Recruiting, Career Counseling, Grant Writing, Academic Administration, Accreditation, Curriculum Development, Academic Advising, Academia, Instructional Technology, Organizational..., Educational Leadership, Curriculum Design, Educational Technology
Education
The George Washington University 1976 — 1978
MA, Higher Education Administration
Clarion University of Pennsylvania 1969 — 1973
BS, Business Admin
North Catholic High School 1965 — 1969
High School Diploma
St. Ann's Elementary School 1961 — 1965
St. Raphael's Elementary 1957 — 1961
Benetech Inc 2011 - Present
Best Best & Krieger LLP 2008 - 2009
Glencrest Investment Advisors 2002 - 2007
First Security Bank - Utah 1998 - 2002
First Interstate Bank 1994 - 1997
First Trust Bank, Ontario, CA 1984 - 1994
Bank of America 1980 - 1984
Skills
Retirement Plan..., 401k, Pension Administration, Defined Benefit, Employee Benefits, Mutual Funds, Management, Customer Service, Microsoft Excel
Education
Claremont McKenna College 1974 — 1977
Bachelor of Arts (B.A.), Economics
Bank of America March 2010 - Present
Z Gallerie September 2008 - March 2010
Architropolis January 2008 - March 2008
Broer & Passannante, attorneys August 2006 - April 2007
Pottery Barn September 2004 - August 2006
Education
The Art Institute of Portland 2005 — 2008
BA of Science, interior design
Clackamas Community College 2003 — 2005
Transfer Credits
Northwest Bank May 2013 - Present
Umpqua Bank December 2009 - April 2013
Clackamas Community Land Trust 2010 - 2012
Lewis & Clark Bank July 2006 - September 2009
Bank of the Cascades September 2003 - July 2006
Bank of America 1990 - 1996
Skills
Commercial Lending, Small Business Lending, Commercial Mortgages, SBA, Asset Based Lending, Loans, Commercial Banking, Investment Properties, Underwriting, Lines Of Credit, Credit Analysis, Banking, Treasury Management, Mortgage Lending, Credit, Loan Origination, Refinance, Commercial Real Estate
Education
Clackamas Community College
Associates, Business Administration
Marylhurst University
Bachelors, Real Estate and Finance
Pacific Coast Banking School
Various Companies November 2008 - Present
First Collateral Services July 2005 - August 2008
Wells Fargo Bank January 2005 - July 2005
Charles Schwab April 2000 - October 2004
Charles Schwab September 1998 - April 2000
GT GLOBAL MUTUAL FUND November 1997 - August 1998
Citibank April 1995 - September 1997
Bank of America August 1993 - April 1995
Bank of America March 1992 - August 1993
Skills
Banking, Financial Analysis, Mortgage Lending, Strategic Financial..., Risk Management, Forecasting, Financial Modeling, Management, Loans, Financial Reporting, Finance, Strategy, Business Planning, Analysis, Accounting, Budgets, Business Development, Executive Management, Competitive Analysis, Portfolio Management, Internal Controls, Business Strategy, Project Management, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance and Marketing
Claremont McKenna College
Bachelor of Arts, Economics and Literature
Mechanics Bank April 2009 - December 2014
Washington Mutual March 2007 - December 2008
Washington Mutual September 2003 - February 2007
Morrison & Foerster LLP 1998 - 2003
Bank of America 1994 - 1998
Skills
Bank Secrecy Act, Payment Systems, Banking, OFAC, AML, Risk Management, Loans, Privacy Law, Credit, Corporate Governance, Mortgage Lending, Financial Services, Due Diligence, USA PATRIOT Act, Securities, Fraud, Enterprise Risk..., Mergers, Capital Markets, Securities Regulation, Commercial Lending, KYC, Retail Banking, Credit Cards, Financial Risk, Anti Money Laundering
Education
University of San Diego School of Law 1972 — 1975
J.D.
Claremont McKenna College 1968 — 1972
B.A., Political Science
Family First Photography Freelance Photographer for any type of event or shows: Specializes in Family Portraits and Individual Business ProfilesChaplain CandidateColumbia International UniversityAugust 2012 - Present
US Army Reserves April 2011 - Present
Bank of America October 2007 - Present
Wonder Inc. January 2007 - Present
A.L. Corbett Middle School August 2003 - September 2005
Skills
Photoshop, Photography, Digital Photography, Adobe Creative Suite, Portrait Photography, Image Editing, Leadership Development, Team Leadership, Cross-functional Team..., Thought Leadership, Public Speaking, Coaching, Mentoring, Mentoring Of Staff, Professional Mentoring
Education
Columbia International University 2012 — 2016
Pursuing Masters of Divinity, Chaplaincy, 3.2
Claflin University 2007 — 2010
Bachelor of Science (B.S.), Organizational Management
USC Aiken 1989 — 2005
Pursued a Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations, Transferred to Claflin University
Western Asset Management June 2004 - Present
Bank of america 1997 - 2004
Education
Claremont McKenna College 1995 — 1999
Mathematics
Alameda County Office of Education November 2010 - Present
Beacon Consulting Group April 1994 - Present
Claremont Graduate University 1995 - 2009
Albany Unified School District July 2003 - November 2006
Bank of America September 1990 - March 1994
Skills
Operating Efficiencies, Team Building, Project Management, Strategic Planning, Budget, Contract Negotiation, Research, Team Leadership, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Change Management, Non-profits, Negotiation, Budgets, Energy Efficiency, Nonprofits, Teaching
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1995 — 2009
PhD, Business Strategy
New York University - Leonard N. Stern School of Business 1975 — 1980
MBA, Marketing
Bank of Texas September 2012 - Present
Bank of America February 2009 - September 2012
Fidelity National Title January 2009 - February 2009
LandAmerica Lawyers Title July 2006 - January 2009
Skills
Refinance, Mortgage Lending, FHA, Loans, Real Estate, Investment Properties, First Time Home Buyers, Real Estate Transactions, Mortgage Banking, FHA financing, Banking
Education
Claremont McKenna College 2002 — 2006
BA, Legal Studies, Psychology, Leadership
JPMorgan Chase February 2013 - Present
JPMorgan Chase June 2011 - February 2013
Bank of America June 2009 - November 2010
Bank of America January 2009 - July 2009
Merrill Lynch January 2006 - December 2008
Merrill Lynch January 2005 - December 2005
Merrill Lynch January 2003 - December 2004
Merrill Lynch October 1999 - December 2003
Skills
Business Continuity, Vendor Management, IT Strategy, Risk Management, Security, Business Analysis, Governance, SDLC, Disaster Recovery, Enterprise Architecture, Information Security, Contract Management, Business Strategy
Education
Clarion University of Pennsylvania 1971 — 1975
BS Ed, Chemistry/Physics
Chase Card Services June 2014 - Present
Chase Card Services 2007 - May 2014
Bank of America 2005 - 2006
MBNA 2001 - 2005
Transamercia Retail Financial Services 1998 - 2001
Norwest Financial 1985 - 1998
Skills
Portfolio Management, Credit Analysis, Credit, Credit Risk, Underwriting, Loans, Financial Modeling, Banking, Financial Analysis, Financial Risk, Valuation, Risk Management, Capital Markets, Mortgage Lending, Fixed Income, Investments, Asset Management, Equities, Loan Origination, Corporate Finance
Education
Clarion University of Pennsylvania 1978 — 1985
BS BA
Apple Seasonal tax support analystIntuitDecember 2014 - February 2015
Bank of America February 2008 - June 2014
Chapal Zenray, Inc., Dallas, TX June 2004 - September 2007
University of North Texas January 2000 - May 2004
Skills
Troubleshooting, Windows 7, Active Directory, Disaster Recovery, Stored Procedures, Java, Xcode, SSRS, SSIS, Business Intelligence..., Microsoft SQL Server, Databases, iOS development, Help Desk Support, Microsoft Exchange, Technical Support, Hardware, Cisco VPN, Windows XP, Access, XP, Apple OS, iPad, Outlook
Education
City University of Seattle
Bachelor of Science (BS)
University of North Texas
Bachelor of Applied Science (B.A.Sc.)
TIAA-CREF May 2007 - Present
Bank of America January 2003 - June 2007
Skills
Customer Service, Management, Leadership, Project Management, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.), Project Management, 3.0
University of Phoenix 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Claflin University 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mayewood High Scool 1988 — 1991
Silver Skies Ranch 2011 - Present
Bank of America 1996 - 2011
Menlo Resource 1994 - 1996
Excelan, Inc 1992 - 1994
Quintus 1990 - 1992
Micro Focus 1988 - 1990
IBM 1969 - 1986
Skills
IT Strategy, SDLC, Requirements Analysis, Software Project..., Vendor Management, Banking, IT Management, Program Management, Business Analysis, Risk Management, Project Portfolio..., Visio, Integration, Disaster Recovery, Change Management, Project Management, Business Intelligence, SharePoint, Process Improvement
Education
Claremont McKenna College 1960 — 1965
BS, Business & Psychology
Koret Foundation April 2005 - Present
Quellos Group, LLC January 2001 - December 2004
Shorenstein Realty Services January 1999 - December 2001
Bank of America January 1993 - December 1998
Bank of America January 1986 - December 1993
Seafirst Bank January 1984 - December 1986
Seafirst Bank January 1983 - December 1984
Seafirst Bank January 1981 - December 1983
Seafirst Bank January 1973 - December 1981
Skills
Grants, Fundraising, Nonprofits, Program Development, Strategic Partnerships, Strategic Planning, Community Development, Community Outreach, Public Speaking, Strategic Communications, Public Policy, Policy Analysis, Marketing Strategy, Management Accounting, Contract Negotiation, Benefits Negotiation, Corporate Finance, Managerial Finance, Non-profit Leadership, Non-profit Board..., Non-profit Fund..., Philanthropy
Education
Claremont McKenna College 1968 — 1972
Bachelor of Science (B.S.), Business/Managerial Economics
Computer Stores Northwest June 2009 - March 2015
LaCrosse Footwear Inc November 2001 - April 2009
GE Capital/JCPenney Card Services March 1996 - July 2001
Bank of America September 1995 - November 1996
Skills
Accounts Receivable, Account Management, Customer Service, Credit, Accounting, Invoicing
Education
Clackamas Community College 1993 — 2000
Business and accounting
Houlihan Lokey October 2008 - Present
Live Nation 2006 - 2008
Bank of America 2003 - 2006
UBS Investment Bank 2001 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Claremont McKenna College 1992 — 1996
BA, Economics
US Bank February 2011 - Present
Washington Federal Savings March 2006 - February 2011
Bank of America July 1998 - March 2006
Bank of America February 1997 - June 1998
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Banking, Small Business Lending
Education
City University of Seattle 1992 — 1994
MBA, Financial Management
Nedvedova
HTC February 2012 - August 2015
HTC June 2011 - February 2014
Bank of America December 2006 - June 2011
Bank of America June 2006 - December 2006
Bank of America August 2004 - June 2006
Bank of America March 2003 - August 2004
Bank of America July 2002 - March 2003
Bank of America November 2001 - July 2002
Skills
Team Leadership, Leadership, Team Building, Microsoft Office, Management, Customer Service, Recruiting, PowerPoint, Project Planning, Cross-functional Team..., Employee Relations, Training, Financial Analysis, Customer Experience, Outlook, Microsoft Excel, Operations Management, Banking, Event Planning, Forecasting, m, Project Management, o, Process Improvement, r, Teamwork, Time Management, t, Vendor Management, c, People Management, People Skills, operations, Customer-focused Service, Program Management, Sales
Education
City University of Seattle 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
University of Washington 1996 — 2000
Bachelor’s Degree, Sociology
Mountain 1st Bank & Trust 2010 - 2013
First Community Bank 2007 - 2009
TD 2003 - 2007
Bank of America 2000 - 2003
Skills
Credit, Commercial Banking, Loans, Commercial Lending, Small Business Lending
Education
Clarion University of Pennsylvania
BACHELOR OF SCIENCE, Business Administration-Marketing and Management
East Carolina University
MASTER OF BUSINESS ADMINISTRATION, Finance and Accounting
IN Marketing Services May 2014 - Present
Bank of America November 2012 - October 2013
Bank of America April 2010 - November 2012
Skills
Analysis, Business Analysis, Call Center, Change Management, Consumer Lending, Credit, Credit Analysis, Credit Cards, Credit Risk, Customer Service, Leadership, Management, Mortgage Banking, Mortgage Lending, Operations Management, Operational Risk..., Process Improvement, Project Management, Relationship Management, Team Building, Call Centers, Loans, Risk Management, Performance Management, Banking, Cross Selling, Lines Of Credit, Portfolio Management, Recruiting, Mortgage Underwriting, Customer Experience, Operational Risk, Financial Risk, Financial Services, Loss Mitigation, Training, AML, Coaching, Loan Servicing, Employee Training, Refinance, Leadership Development, Sales
Education
Clarion University of Pennsylvania 1986 — 1990
BA, Political Science
MUFG Americas June 2014 - Present
Bank of America November 2010 - June 2014
Waddell & Reed March 2009 - October 2010
MassMutual Financial Group February 2003 - December 2008
Alfa Laval January 2000 - December 2000
Hyundai Heavy Industries Co., Ltd September 1997 - December 1999
Skills
Valuation, Portfolio Management, Forecasting, Investments, Finance, Corporate Finance, Equities, Alternative Investments, Financial Analysis, Capital Markets, Asset Allocation, Asset Management, Financial Modeling, VBA, Bloomberg
Education
Clarion University of Pennsylvania 2001 — 2002
Master's, Business Administration; Finance
First Data Corporation January 2014 - December 2014
Infosys July 2012 - December 2013
Stein Mart, Inc January 2012 - June 2012
Bank of America January 2010 - July 2011
T-Systems January 2008 - January 2010
Winn-Dixie, Inc March 2006 - January 2008
Westwood Computer Corporation May 2000 - March 2006
Skills
Data Center, System Deployment, Windows Server, SDLC, Servers, Active Directory, VMware, Disaster Recovery, Cisco Technologies, Security, Integration, HP, CCNA, DNS, Cloud Computing, ITIL, Technical Recruiting, Information Technology, Vendor Management, PMBOK, Project Management
Education
Webster University 2009 — 2011
MBA
City University of Seattle 1996 — 2000
Bachelors of Science
Union County College 1982 — 1986
AAS
UBS 2014 - Present
BB Asset Management LLC 2012 - 2014
Societe Generale 2009 - 2012
Bank of America 1998 - 2009
Salomon Brothers 1996 - 1998
Skills
Derivatives, Equities, Structured Products, Equity Derivatives, Hedge Funds, Credit Derivatives, Hedging, Structured Finance, Capital Markets, Wealth Management, Investments, ETFs, Investment Banking, Options, Risk Management, Asset Management, Equity Capital Markets, Swaps, Private Equity, Volatility, Options Strategies, Index Options, Private Banking, Investment Management, Equity Trading, Delta One, Series 7, Series 63, Series 24, Alternative Investments, Commodity, Financial Markets, Institutional..., Asset Managment, Bloomberg, Commodities, 10b5-1 Plans, Structured Notes, Share Repurchase, Covered Calls, Block Trading, Family Office, Legal Documents, Mergers & Acquisitions, Prime Brokerage
Education
Claremont McKenna College
Bank of America November 1979 - Present
Education
City University of Seattle 1992 — 1997
Bachelor of Science (BS), Business
Inglewood High School 1968 — 1971
Grant Thornton LLP January 2014 - Present
Phonenite- CMC Development Office September 2009 - May 2013
Grant Thornton LLP 2012 - 2012
Bank of America June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Accounting, Financial Accounting, Economics, Auditing
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Economics and Accounting
Bank of America March 2006 - Present
Balboa Insurance - a wholly owned subsidiary of Bank of America March 2006 - April 2009
ADP August 2005 - March 2006
ADP August 1999 - August 2005
ADP August 1998 - August 1999
Education
Clarion University of Pennsylvania 1980 — 1984
B.S., Secondary Education - Science and Math
Bank of America August 2015 - Present
Chase Bank April 2012 - August 2015
J.R.W. Construction January 2007 - March 2012
Skills
Process Scheduler, Construction, Construction Management, Budgets, Microsoft Office, Project Management, Purchasing, Microsoft Excel, Contract Management, Project Planning, Contractors, Carpentry, AutoCAD, Operations Management, Procurement, Customer Service, Sales, Microsoft Word, Loans, Coaching, Consumer Lending, Contract Negotiation, Refinance, Team Building, Credit, Business Development, Banking, SBA, Lines Of Credit, Treasury Services, Small Business Lending, Home Equity Loans, Referrals, Loan Origination, Construction Loans, Home Equity Lines of..., Commercial Mortgages, Deposits, Credit Analysis, Cross Selling, Series 6, Credit Cards, Banking Relationships, Relationship Management
Education
Clackamas Community College 2012 — 2012
Southern Oregon University 2000 — 2001
Gladstone High School
Wells Fargo Home Mortgage August 2011 - Present
Bank of America February 2011 - August 2011
Bank of America September 2009 - February 2011
Bank of America April 2007 - April 2009
Bank of America May 2006 - April 2007
Bank of America July 2004 - May 2006
Bank of America April 2003 - July 2004
Bank of America (NationsBank) April 1996 - April 2003
Skills
Banking, Business Process..., Six Sigma, Risk Management, Vendor Management, Project Management, Change Management, Leadership, Management, Strategy, Forecasting, Analysis, Process Improvement, Process Engineering, Analytics
Education
Queens University of Charlotte 2006 — 2008
Master of Business Administration (MBA)
Clarion University of Pennsylvania 1985 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America 2008 - 2012
Macy's May 2008 - October 2010
CFIC Home Mortgage 2005 - 2007
Skills
Mortgage Servicing, FHA financing, Residential Mortgages, Cash Handling Experience, Customer Service, Retail Banking, Accounts Payable, Accruals, Personal Banking, Post Closing
Education
Grand Canyon University 2010 — 2012
Master of Business Administration, Finance, General
Claflin University 1983 — 1987
Bachelor of Business Administration (BBA)
Bank of America December 2014 - Present
Bank of America August 2011 - Present
Education
Clarion University of Pennsylvania
Rawle & Henderson LLP November 2013 - Present
Bank of America October 2011 - November 2013
Reed Smith LLP September 2006 - October 2011
Skills
Litigation, Civil Litigation, Document Review, Corporate Law, Legal Research, Legal Writing, Legal Assistance, Pleadings, Legal Documents, Litigation Support, Westlaw, Commercial Litigation, Mediation, Personal Injury, Intellectual Property, Family Law, Product Liability, Courts, Trials, Arbitration, Lexis
Education
Clarion University of Pennsylvania 2004 — 2005
Associates Degree, Legal Business Studies
Bank of America November 2005 - Present
Skills
Banking, Customer Service, Credit, Leadership, Risk Management, Financial Analysis, Microsoft Word, Retail Banking, Finance
Education
City University of Seattle 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of Washington 2005 — 2011
Bachelor of Science (B.S.), Cell/Cellular and Molecular Biology